JLW Jim White, PhD — Founder & CEO, PHT Investment Group June 2026 · 8 min read Most infrastructure investors start with a thesis. PHT started with a place. When we decided to build a first-mile cold-chain platform, we didn’t begin...
Why do sophisticated investors keep miscategorizing first-mile post-harvest infrastructure? The two assets share some vocabulary and almost none of the underlying economics. Here's how to draw the distinction clearly....
Post-Harvest Infrastructure · Salinas Valley A view from the loading dock — and why the most important moment in fresh produce happens before anyone at a retail chain has touched a single carton. JLW Jim White, PhD — Founder & CEO, PHT Investment Group Most people who...
Food waste is often discussed as a behavioral issue. Consumer habits.Retail inefficiencies.Supply chain mismanagement. But one of the most significant contributors to food waste is structural. It is infrastructure. Where Waste Actually Happens A large percentage of...
In agriculture, value is often associated with production. Yield per acre.Crop quality at harvest.Seasonal performance. But the reality is more nuanced. A significant portion of value is not created in the field—it is preserved, or lost, after harvest. The Critical...
Global conversations around food security often focus on production. How much are we growing?How fast can output increase?Which regions are leading in yield? But this framing misses a critical point. The real vulnerability in today’s agricultural system is not...
